Long Term Investing Thread

[aberry33]

Been a few years since I've been active on the site. I used to participate in the stickied official investing thread. It seems like it's 90% geared towards short term trading now so figured I'd see if there are any longer term looking investors here willing to share their ideas.

I completely by luck started tip toeing in the market back in late 2011 and had some pretty awesome gains due to the prolonged bull market. Some examples are bought into Humana at 88, Microsoft at 29, Northrop Grumman at 60 and Home Depot at 47.

I have no illusions that I'll be able to ride a crazy bull market like that again anytime soon but wanted to see what other stocks long term buy and hold people are currently looking at? Here are some that I have on my watchlist:

-HUM
-JPM
-NOC
-AXP
-AAPL
-SPG
-ANTM
-CI
-LPLA
-DUK
-CVS
-AMP
-MMM

Side note I've read a handful of investing books but one of the more entertaining reads was 'The Money Game'.

[SazabiBrah]

amazon

[ontclone]

this thread will never be big op, people dont value long term investing because there is no action and majority of humans dont have patience or discipline to sit and wait for years for investments to develop

[Hoop_Dreams]

The OP of the "Official" investing thread is a literal clown spewing nonsense. Anyone taking his advice deserves to lose every penny.

This is more my style OP. Mirin' MSFT at $26.

Currently have my money in VTSAX, VGT, QQQ, blue chips, and a small percentage in SPACS.

[AgRyan]

I like long term investing more than short term trading.

Long MSFT, V, AAPL.

Risky bets of AAXN and a couple others that got hit hard during the rona.

[Hoop_Dreams]

I like long term investing more than short term trading.

Long MSFT, V, AAPL.

Risky bets of AAXN and a couple others that got hit hard during the rona.

Same.

[SouthDakotaBrah]

I like this thread

My breakdown is something like 33% VOO, 33% QQQ, 33% individual stocks

Of the OPs list, I own CI, ANTM, CVS,DUK. I’d expect those to earn double digit returns over the next few years (8-10% for DUK, more if they can build more renewables but either way their earnings are guaranteed). I’m debating consolidating my individual stocks because I feel like a lunatic memorizing P/E and earnings guidance for like 30 stocks, but I am a little crazy so it’s fine for now.

[oaktownabroad]

This is my first post ever and it's a great topic.

I only buy and hold. Last time I sold a stock was when I cleared out everything in 2007 to pay off student loans. I started buying again in 2012 with 50K into a company called Tencent. I'm still holding.

I have only 4 stocks:

TCEHY
DISH
XOM
BABA

Some are doing well, some aren't and I'm gonna go in on some Chinese health care stocks next as I think this area will boom in the next 10 years. Investing in China is a winner at the moment. For my USA stocks I like XOM because of the dividend and DISH as the spectrum assets are undervalued IMHO. S&P will always be a winner if you have a long horizon.

I will hold these stocks for at least 5 more years, probably more. I think TCEHY will be the next Amazon.

Right now I have about 70% in stocks and 30% in $$$. May up that stock % soon.

[headturner1]

this thread will never be big op, people dont value long term investing because there is no action and majority of humans dont have patience or discipline to sit and wait for years for investments to develop

Not in the majority here bro!

It is definitely boring at times, but for me buying (Spy, qqq, and 10% into individual stocks) every payday brings some joy to my life.


Not gonna lie though, sometimes I wanna get crazy and start trading options and lose my ass lol

[EpicenterRex]

Long term Portfolio Currently

ARKK (my favorite stock, ever. Tesla, Square, and Roku??)
ARKF (Financial Tech)
Microsoft
Apple
Disney
RTX
Boeing
BETZ (Gambling ETF)
Chegg (I highly encourage you guys to look into Chegg)
Pelaton
Activision/Blizzard

Might drop some money into Pinterest soon.

[TrinnieBuu]

I’m sitting with this right now:

401k:

35% JLGMX
25% VINIX
10% VGT
30% cash (I had to do a roll over of my old 401k back in March, been slowly buying back in)

Taxable:
AZN, SHGR, MSFT, V, GM. With a good chunk of cash in vanguard slowly buying in.

[tunafish01]

VTSAX and chill

Also:
V
BA
SQ
PYPL
AMZN
AAPL
TSLA

[smashedurgfx10]

amazon is incredibly overpriced right now. not buying unless it drops

[aberry33]

this thread will never be big op, people dont value long term investing because there is no action and majority of humans dont have patience or discipline to sit and wait for years for investments to develop

For the most part I agree with you. I wasn't expecting it to be anywhere near as big as the other thread. I wasn't sure if it would get any replies at all but figured I'd take a shot.

Glad to see guys chiming in. Will look at some of the other mentions in this thread later tonight.

[wave_length]

Two ETFs:

75%: MSCI World Multifactor UCITS
25%: MSCI Emerging Markets IMI

Long term (>25 years), you will not beat this combination with any other investment strategy.

[SouthDakotaBrah]

amazon is incredibly overpriced right now. not buying unless it drops

Based on what metrics

This company is going to rule the world in 10 years, just curious what your valuation approach is

[SazabiBrah]

amazon is incredibly overpriced right now. not buying unless it drops

I doubt it. Stock analysts (take that for what you will) value it at $3500 to $5000

[imbeingcereal]

In on sensible thread versus the trash on the other thread. My long plays:

-AAPL (most sensibly valued FAANG although it's not as much anymore)
-ADBE (cloud play with incredible growth/customer loyalty)
-V (bought more during the crash. Trend away from cash isn't fading anytime soon)
-ABBV (defensive name, great dividend, undervalued pipeline. Screaming buy whenever it crashes into 70s)

Watchlist:

-SBUX (whenever we get over this, this isn't going away)
-QCOM (5G/semis play that isn't as overvalued as NVDA)
-AVGO (see above)
-Cyclicals/industrials (looking for ideas here)

ETFs:
-Mostly VOO,VWO. Think S&P500 + EM is the move for the most part
-Some VIG for exposure to cyclicals (see above) and dividend growth is a screen for koalaty + long-term income
-QQQ (should be obvious)

[Destor]

I went all in on Canadian oil starting when the pandemic hit. Bought CVE and CNQ at various points since the middle of March, with CVE making up about 70% of my holdings

Hoping that CVE reinstates their dividend soon here and I can aim to hold both long term, currently targeting 2023ish at the very least and then seeing what happens when our current pipelines are in full operation.

Taking a break from buying right now, probably until next year

[guest89]

Long term I'm going in Vanguards IT fund VGT and on Ark Invest funds. ARKK, ARKG and ARKW.


I'm all about ETFs for long term. I put money in and then I don't even think about it.

[SouthDakotaBrah]

In on sensible thread versus the trash on the other thread. My long plays:

-AAPL (most sensibly valued FAANG although it's not as much anymore)
-ADBE (cloud play with incredible growth/customer loyalty)
-V (bought more during the crash. Trend away from cash isn't fading anytime soon)
-ABBV (defensive name, great dividend, undervalued pipeline. Screaming buy whenever it crashes into 70s)

Watchlist:

-SBUX (whenever we get over this, this isn't going away)
-QCOM (5G/semis play that isn't as overvalued as NVDA)
-AVGO (see above)
-Cyclicals/industrials (looking for ideas here)

ETFs:
-Mostly VOO,VWO. Think S&P500 + EM is the move for the most part
-Some VIG for exposure to cyclicals (see above) and dividend growth is a screen for koalaty + long-term income
-QQQ (should be obvious)

Big on AVGO and QCOM as well. I also think NVDA is slightly overvalued, at least relative to AMD. NVDA is in my QQQ ETF and I certainly wouldn’t short them, but the market is expecting double digit returns for the next decade out of NVDA (which will happen, but it is priced in. I like AMD more.)

[vinhuman]

VTSAX and chill

My job conflicts me out of buying basically all individual stocks so I just buy VTSAX and VGTSX every month. It kind of sucks I finally started working a high paying job right at the tail end of a historically long bull market but in it for the long haul.

[Omnivium]

In. I don't look at the other thread much anymore since it's mostly degenerate gamblers.

After screwing around in the stock market for a couple years I settled on long term investing, particularly with ETF's. Statistically, the vast majority of investors underperform compared to QQQ. So why waste all that time trading daily, when you can just sit back and watch your ETF's outperform them?

[Destor]

In. I don't look at the other thread much anymore since it's mostly degenerate gamblers.

After screwing around in the stock market for a couple years I settled on long term investing, particularly with ETF's. Statistically, the vast majority of investors underperform compared to QQQ. So why waste all that time trading daily, when you can just sit back and watch your ETF's outperform them?

Yeah it’s a tough call. Right now my philosophy is around finding good companies that I believe in and that operate within an industry I understand. That + dividends and I think you’re golden. When you think about it, being able to buy into companies and get a slice of their profits is actually a really remarkable thing

Side note, watching the markets on a daily basis is exhausting. The amount of noise you need to cut through is legit ridiculous, there are constant conflicting reports about this and that and blablabla. Its far less stressful to follow value investing techniques while ignoring the daily up-and-down stock price movements

[headturner1]

I was looking at my portfolio this morning and here is a break down of my biggest positions:

Spy 41%
Qqq 9%
Mcd 5%
Amzn 5%
Vti 4%

The rest is just trifling amounts (I didn’t start buying spy until a couple years ago, but it’s obv the cornerstone of my portfolio).

I’m mostly buying qqq moving forward to bring that up against spy.

Probably should buy more bnd & tlt (they held up well during the recent downturn, but they bore me).

[StackingPlates]

Great idea for a thread, will definitely be following along.

I build my market investment strategy using tiers, largely accounting for risk and diversity. A high level example could be broken out like this:

TIER ONE (Low Risk)
- The majority of my money goes in here and it is a large variety of lower risk stocks, bonds, commodities, etc
- I contribute to this every pay check
- Roth IRA (maximize contribution each year)

TIER TWO (Modest Risk)
- I invest directly into an index fund that tracks the S&P 500
- I contribute to this every pay check

TIER THREE (Higher Risk)
- I created a custom index fund that includes MSFT, AMZN, AAPL, FB, and GOOGL
- I contribute to this in an ad hoc fashion with profits that come from below

TIER FOUR (YOLO)
- This is my day trading money
- This tends to be fun and I spend a few hours a day doing short-term trades with a goal of $1-2k per week

The market volatility right now tends to create some great buying opportunities. Of course, for the last week or two I've been holding SAVE bags after it crapped the bed so there's always that risk

[shotkong]

In my Roth IRA:

25% QQQ
25% SDY
25% VYM
and 25% two individual stocks that I bought in March as a corona play. Will hold for the long term:
OSTK (and OTSKO security token in a separate account) (Investing bc of their blockchain companies, but the stock has been surging bc of coronavirus gains through their retail biz)
CWH - Booming as people invest in RVs and camping gear in the post-coronavirus world.

Not a seasoned investor or anything, but I feel good about these positions for now.

[Hoop_Dreams]

In. I don't look at the other thread much anymore since it's mostly degenerate gamblers.

After screwing around in the stock market for a couple years I settled on long term investing, particularly with ETF's. Statistically, the vast majority of investors underperform compared to QQQ. So why waste all that time trading daily, when you can just sit back and watch your ETF's outperform them?

Yeah I've had this debate with my friends. I think it has to do with greed and ego. A lot of people want big gains fast, not slow and steady.

Some just enjoy doing research and having more control over their investments.

I know I'm nowhere near smart enough to be in that 5-10% that can outperform the market, so most of my portfolio is in VTSAQ, ETF's, and blue chips.

[A-man]

this thread will never be big op, people dont value long term investing because there is no action and majority of humans dont have patience or discipline to sit and wait for years for investments to develop

This.

Buy and hold is too boring and difficult for most people. The allure of greater gains is too tempting, the fear of losing everything in bear markets too strong.

[MaxMaximorum]

100% QQQ of real money and a meaningless little trading account to give me some action so I don't touch my Qs.

People still want to own lots of bad companies in the name of diversification. You really just end up taking more risk to the downside for less upside.

Trading is mostly dead at this point. I mean if you can't see these implied puts on the index that you are going to get bailed out by the Fed I don't know what to tell you.

Of course this is not risk free but it is quite nice risk/reward. Certainly better than anything one person sitting at home is going to come up with trading. Sucks because I love to trade.

Value investing is even more dead with treasury yields at these levels. The only thing that will not look expensive is really bad failing companies.